Director of Tax Reporting & Analytics

Where good people build rewarding careers.

Think that working in the insurance field can't be exciting, rewarding and challenging? Think again. You'll help us reinvent protection and retirement to improve customers' lives. We'll help you make an impact with our training and mentoring offerings. Here, you'll have the opportunity to expand and apply your skills in ways you never thought possible. And you'll have fun doing it. Join a company of individuals with hopes, plans and passions, all using and developing our talents for good, at work and in life.

Job Description

Consistent with Allstate Shared Purpose (see attached), the Corporate Tax Department's mission is to provide quality client service to our stakeholders, such as Finance Leadership Team, Business Segments and other stakeholders in terms of tax reporting and analysis to measure the business on an after-tax basis. Operationally, the Corporate Tax Department strives to drive value by building a best-in-class tax department in terms of operational efficiencies, robust controls, high-performing workforce leveraged through data & technology capabilities.

Reporting to the Senior Vice President, Chief Tax Officer, the Head of Tax Reporting & Analytics will direct the financial reporting of Allstate's accounting for income taxes and filing of the federal income tax returns. S/he will provide daily leadership of the Corporate Tax Department federal tax operations including federal tax projections, financial reporting of income taxes, federal income tax return compliance and management of the IRS audit. S/he will lead the tax transformation project which will streamline all tax processes, improve controls and enable the company to move to after tax reporting by specified product lines. Responsibilities will also include participating in tax planning and the formulation, coordination, implementation of Allstate's tax strategy with the objective of optimizing companywide post tax earnings. This position leads a team of 10 to 12 tax professionals.

Key Responsibilities

Financial Reporting & Projection Process

  • Directs the GAAP and STAT financial projections and reporting process for tax that meets US GAAP, management reporting, and regulatory requirements.

  • Effectively manages the external audit process for financial reporting.

  • Implements and maintain procedures and controls to meet or exceed requirements under Sarbanes Oxley section 404. This includes focus on managing the following:

    1. Monthly, quarterly and annual GAAP and STAT tax provisions (as applicable);

    2. Financial statement presentation /disclosure of tax accounts, together with appropriate footnotes, (e.g., 10-K, 10-Q, NAIC Annual Statements for Insurance companies, Stand-alone Audited Financials, etc.)

    3. Tax assets and tax liabilities on balance sheets.


  • Manages the federal income tax return preparation process.
  • Directs a well-organized process with good controls for preparing the tax return on a timely basis.
  • Accurately documents corporate tax returns with an emphasis on being prepared for IRS audits.
  • Efficiently integrates with the provision process.
  • Implements and recommends well thought out, tax planning strategies to minimize tax payments within what is allowed by the law.
  • Makes quarterly estimated payments for the Company and its Subsidiaries on a timely basis
  • Continuously recommends and implements processes that will improve the efficiency and accuracy of compliance related activities.


  • Assists in the generation and implementation of corporate federal income tax strategies.
  • Identifies tax risks and savings opportunities for federal income taxes. This includes surfacing ideas to reduce the overall effective tax rate and improve surplus that stay within regulatory and tax laws.

Process Improvements

  • Continually looks for opportunities to improve efficiency in all processes and maintain robust controls that meet specified requirements.
  • Leads the tax transformation efforts with the goal of streamlining and building data & analytical capabilities to assist the businesses in understanding tax drivers of after-tax results.

Business Support

  • Provides explanations to the business on tax provisions and after-tax results in a clear logical way to help understand tax issues and opportunities to reduce taxes.
  • Promotes open lines of communication to help surface issues and takes advantage of possible planning opportunities.
  • Provides the means in a timely way for businesses to better understand how business decisions will influence after tax results.

IRS Audits

  • Manages the Federal IRS audit process.
  • Maintains effective relationships with regulators and negotiates favorable settlements for the company.
  • Utilizes industry relationships to understand the IRS' goals in certain audit risks and issues that are pertinent to the industry.

Team Management

  • Functions as a training/learning champion to the Corporate Tax Department to develop a curriculum on various tax technical matters. The development of a curriculum includes preparing the materials on the technical tax issues and applying to the relevancy of Allstate's tax policies and profile.
  • Leads a team of 10-12 tax professionals with the drive to serve, develop, and lead future finance talents.

Job Qualifications

  • Minimum of 15 years experience in the life and/or property & casualty insurance industry, or in a tax practice of a major accounting firm working with insurance companies.
  • Experience in managing an insurance company federal income tax financial reporting and compliance function.
  • Technical expertise and experience in life insurance tax and tax accounting required including application of ASC 740 and SAP 101.
  • Tax expertise in investments and partnerships.
  • Strong analytical skills and experience in analyzing complex transactions.
  • Solid project management, time management, problem solving, and organizational skills.
  • Skilled at clearly and succinctly articulating written and oral communications and tailoring it to the specific audience.
  • Ability to partner and build strong working relationships with senior management and positively influence decisions.
  • Demonstrated leadership skills with strong emphasis on coaching and staff development.


An undergraduate degree in accounting is required; in addition, an advanced degree in taxation, law and/or a CPA designation is a plus.

The candidate(s) offered this position will be required to submit to a background investigation, which includes a drug screen.

Good Work. Good Life. Good Hands®.

As a Fortune 100 company and industry leader, we provide a competitive salary - but that's just the beginning. Our Total Rewards package also offers benefits like tuition assistance, medical and dental insurance, as well as a robust pension and 401(k). Plus, you'll have access to a wide variety of programs to help you balance your work and personal life -- including a generous paid time off policy.

Learn more about life at Allstate. Connect with us on Twitter, Facebook, Instagram and LinkedIn or watch a video.

Allstate generally does not sponsor individuals for employment-based visas for this position.

Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For jobs in San Francisco, please click "here" for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click "here" for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.

To view the "EEO is the Law" poster click "here". This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs

To view the FMLA poster, click "here". This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.

It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.

Back to top